Long-term investor
Oaktrust Wealth Advisors, LLC @oaktrustwealthadvisorsll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002113908).
Record
- Tracked since 2025-12-31 (261 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days +2.5% · 6 months n/a · 1 year n/a · all +2.6%
- Max drawdown n/a · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPTS · 12.7% · long · since 2025-12-31
- JPLD · 8.3% · long · since 2025-12-31
- NEAR · 6.8% · long · since 2025-12-31
- SPY · 6.5% · long · since 2025-12-31
- FBND · 5.8% · long · since 2025-12-31
- SPHQ · 5.7% · long · since 2025-12-31
- CGMS · 4.3% · long · since 2025-12-31
- GLDM · 3.9% · long · since 2025-12-31
- DIVO · 3.8% · long · since 2025-12-31
- COWZ · 3.7% · long · since 2025-12-31
- BIL · 3.1% · long · since 2025-12-31
- BILS · 3.0% · long · since 2025-12-31